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Below is TBR’s commentary on Microsoft's calendar 2Q14/fiscal 4Q14 earnings. Please feel free to use this content with TBR and analyst attributions. Contact Jack Narcotta or Michael Soper at (603) 929-1166 or for additional commentary. A sweeping reorganization points Microsoft in the right direction, but obstacles in its PC and mobile businesses will remain through 2014 Microsoft has been on a course of substantial change to its busin … Read more »

Stuart Williams

Microsoft is finally realizing value from its position in the middle of the technology revolution chessboard, setting its own agenda, and focusing on customer needs instead of reacting to competitors. The company continues to shift its enterprise business from selling packaged software through partners to using a mix of partner-led and direct sales of a portfolio of software and cloud services. With new CEO Satya Nadella focusing on “cloud-first and mobile-first” strateg … Read more »